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Invesco Municipal Opportunity Trust
VMO

Overview Fund Activity

115 hedge funds and large institutions have $229M invested in Invesco Municipal Opportunity Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
38
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$7.24M
2
KIM
2
Karpus Investment Management
New York
$20M
3
RCM
3
Robinson Capital Management
Michigan
$7.07M
4
BI
4
Bramshill Investments
Florida
$53.5M
5
LSC
5
Logan Stone Capital
Illinois
$7.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
SIA
2
Sit Investment Associates
Minnesota
$11.4M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$78.2K
4
RJT
4
Raymond James Trust
Florida
$298K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
– -$86.2K -10,478 Closed
Jones Financial Companies
127
Jones Financial Companies
Missouri
– -$8.23K -1,000 Closed
CSPIA
128
Cary Street Partners Investment Advisory
Virginia
– -$2.61K -318 Closed
2 3 4 5
6